Global Hedge Funds Lift Korea, Japan and Taiwan Stock Buying to 10-Year High
Updated
Updated · Reuters · May 12
Global Hedge Funds Lift Korea, Japan and Taiwan Stock Buying to 10-Year High
3 articles · Updated · Reuters · May 12
Morgan Stanley said global hedge funds made decade-high weekly purchases of South Korean, Japanese and Taiwanese equities last week, marking a sharp increase in Asia risk-taking.
The surge points to concentrated bets on three of the region's key stock markets rather than a broad, undifferentiated move across Asia.
The positioning shift comes as investors scan sector risks closely, with Morgan Stanley separately warning energy shares could face a fall if a market warning is confirmed.
With record capital in just three Asian markets, is Wall Street creating a new 'too big to fail' geopolitical risk?
As hedge funds chase the AI boom in Asia, is the sector heading for a self-inflicted energy crisis?
Beyond the AI hype, can Japan and Korea’s corporate reforms sustain this record-breaking foreign investment long-term?